Waterstone Private Wealth Management

Waterstone Private Wealth Management A premier business in Northeast Oklahoma serving families for generations. That’s why we strive to make the complex simple. www.finra.org
www.sipc.org

Featured nationally on FOX Business News, Wall Street Journal, CNBC & regular contributors to local news networks! With more than 25 years of experience in wealth management, Waterstone Private Wealth Management is the principal provider of comprehensive services to help work toward the unique risk-management needs of retirees and pre-retiree’s. The team at Waterstone Private Wealth understands th

at discussing investments can be overwhelming and confusing. Services:

Asset Management
Retirement Planning
Insurance
Estate Planning
401k Rollovers
Specialized Services for:
Retirees
Business Owners
Executives
Physicians
Client Base Includes:
Individuals
Families
Small Businesses

Member FINRA/SIPC.

The S&P 500 just posted its ninth consecutive week of gains.At the same time, consumers continue to spend despite slower...
06/02/2026

The S&P 500 just posted its ninth consecutive week of gains.

At the same time, consumers continue to spend despite slower income growth and a lower savings rate.

Strong markets can make the story feel simple. The reality is often more nuanced.

This week's commentary explores what's happening beneath the headline numbers. Link: https://ow.ly/jvzr50Z6L7j

Roth or traditional IRA sounds like a simple choice.Then income limits, age, deductibility, and household details start ...
05/30/2026

Roth or traditional IRA sounds like a simple choice.

Then income limits, age, deductibility, and household details start getting involved.

The Roth IRA vs. Traditional IRA calculator helps you move past the general rule of thumb and compare which IRA contribution options your household may qualify for.

See what the numbers say before this year’s IRA contribution goes anywhere: https://www.waterstonewealth.com/calculator-roth-ira-traditional-ira/

A Roth IRA conversion is not just moving money from one account to another.It is a tax-timing decision.For some savers, ...
05/29/2026

A Roth IRA conversion is not just moving money from one account to another.

It is a tax-timing decision.

For some savers, it may help create more flexibility later. For others, the upfront tax bill may not make sense.

See what to weigh before making the move: https://ow.ly/4lIa50Z4tPX

05/27/2026

🎓📺IN CASE YOU MISSED IT LIVE🎓📺
6 Financial Tips New Graduates Should Know Before Starting Adult Life

Triston Hasty-Grant, CFP® was featured today on the KOTV - News On 6 live morning show, where he shared six money moves high school and college graduates can make to help build a stronger financial future.

From creating a plan for your money to building an emergency fund, managing debt, and starting strong financial habits early, these practical steps can help graduates begin their next chapter with more confidence.

Read more from Waterstone on our blog:
https://ow.ly/xO3i50Z4Ufv

Dream. Plan. Do.

Early retirement has a nice ring to it.More room for travel, family, projects, or just a slower morning. But the financi...
05/27/2026

Early retirement has a nice ring to it.

More room for travel, family, projects, or just a slower morning. But the financial side needs to support that freedom for the long run.

If stepping away early is starting to feel real, check how prepared you may be: https://ow.ly/pWVl50Z4tLG

The rally is real. The question is whether it’s telling the full story.Stocks have pushed higher for eight straight week...
05/26/2026

The rally is real. The question is whether it’s telling the full story.

Stocks have pushed higher for eight straight weeks, but the bond market is moving in the opposite direction. Higher yields are not just noise. They point to inflation pressure, shifting rate expectations, and changing demand for Treasuries.

This week’s Market Commentary takes the wider view: where momentum is still working, where pressure is building, and what to watch from here.

Link: https://ow.ly/Q08050Z4tJ4

Graduation is an exciting milestone, but it can also bring big financial decisions.This Wednesday, May 27th, Triston Has...
05/26/2026

Graduation is an exciting milestone, but it can also bring big financial decisions.

This Wednesday, May 27th, Triston Hasty-Grant, CFP® will be live on the KOTV - News On 6 Morning Show sharing 6 ways graduates can take control of their finances as they begin this next chapter. We hope you’ll tune in Wednesday morning!

This Memorial Day, we honor and remember the heroes who made the ultimate sacrifice for our freedom. Our office will b...
05/25/2026

This Memorial Day, we honor and remember the heroes who made the ultimate sacrifice for our freedom.

Our office will be closed today in observance of the holiday, and we will return Tuesday, May 26. We wish you and your family a safe and meaningful day of remembrance.

Retirement planning can feel abstract until you start putting real numbers behind it. Our 401(k) calculator helps you ex...
05/23/2026

Retirement planning can feel abstract until you start putting real numbers behind it.

Our 401(k) calculator helps you explore how your current savings, timeline, and contributions could affect your long-term retirement picture.

See where your current path may lead: https://ow.ly/11z550Z1jaH

The life insurance you bought years ago may have been right for that version of your life. But income changes, family ne...
05/22/2026

The life insurance you bought years ago may have been right for that version of your life.

But income changes, family needs shift, and long-term plans evolve.

That can change what your coverage needs to protect.

Here’s what to consider before reassessing your policy: https://ow.ly/XFB650Z1j6x

Address

9500 N 129th E Avenue Suite 106
Owasso, OK
74055

Opening Hours

Monday 9am - 4:30pm
Tuesday 9am - 4:30pm
Wednesday 9am - 4:30pm
Thursday 9am - 4:30pm
Friday 9am - 4:30pm

Telephone

+19182721120

Website

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